Welltower第三季度净利润4.15亿美元：规范化FFO每股1.67美元同比增24.6%，全年指引上调至6.47至6.53美元
总部位于美国Ohio州Toledo的房地产投资信托公司Welltower（纽约证券交易所代码：WELL）于10月26日公布截至2026年9月30日的第三季度业绩：季度净利润4.15亿美元，归属普通股股东的每股摊薄净利润0.54美元；规范化运营资金（Normalized FFO）每股摊薄1.67美元，同比增长24.6%，高于市场一致预期的1.64美元。公司季度总营收约37.2亿美元。Welltower是美国最大的医疗健康与养老住宅类房地产投资信托之一，公司定于10月27日上午9时（美东时间）举行电话会议说明业绩。
组合表现方面，公司全部组合的同店净营业收入（SSNOI）同比增长15.8%，其中养老住宅运营组合（SHO）同店净营业收入增长21.0%，是主要拉动项；该组合第三季度同店营收有机增长9.1%，来自平均入住率提升320个基点与每间入住客房收入（RevPOR）增长5.3%。
投资与处置方面，Welltower年初至今已完成或签约待交割的按比例总投资达210亿美元，其中133亿美元在截至9月30日的前九个月完成，另有77亿美元于季后完成或签约待交割（不含开发资金）。第三季度公司完成4.84亿美元的按比例处置与贷款回收；全年累计完成41亿美元，其中门诊医疗物业处置21亿美元、贷款回收12亿美元。
资产负债表方面，截至9月30日，公司净债务与调整后息税折旧摊销前利润之比为3.02倍，可用流动性约95亿美元，包括可用现金与受限现金、信贷额度可用容量以及物业出售与贷款回收的预期所得。
基于季度表现，公司上调2026年全年指引：规范化FFO每股摊薄由此前的6.36至6.44美元上调至6.47至6.53美元，归属普通股股东的每股净利润指引由此前的3.11至3.19美元上调至3.31至3.37美元。公司同时预计未来十二个月按比例处置所得约19亿美元。以上数字均据Welltower经PR Newswire发布的第三季度业绩公告与公司提交的8-K文件附件。
Welltower Q3 Net Income Hits $415 Million: Normalized FFO Rises 24.6% to $1.67 Per Share as Full-Year Guidance Is Raised to $6.47-$6.53
Welltower Inc. (NYSE: WELL), the real estate investment trust headquartered in Toledo, Ohio, reported third-quarter 2026 results on October 26 for the quarter ended September 30, 2026. Net income was $415 million, with net income attributable to common stockholders of $0.54 per diluted share. Quarterly normalized funds from operations attributable to common stockholders were $1.67 per diluted share, up 24.6% year over year and above the consensus estimate of $1.64. Total quarterly revenue was about $3.72 billion. Welltower is one of the largest U.S. healthcare and seniors-housing real estate investment trusts; the company scheduled its earnings call for 9 a.m. Eastern on October 27.
At the portfolio level, total same-store net operating income (SSNOI) grew 15.8% year over year, driven by 21.0% SSNOI growth in the Seniors Housing Operating (SHO) portfolio. Organic same-store revenue in the SHO portfolio rose 9.1% in the quarter, reflecting 320 basis points of average occupancy growth and 5.3% growth in revenue per occupied room (RevPOR).
On investment activity, Welltower has closed or is under contract to close $21.0 billion of pro rata gross investments year to date, including $13.3 billion completed in the nine months ended September 30 and $7.7 billion closed or under contract subsequent to quarter end, excluding development funding. During the third quarter the company completed $484 million of pro rata dispositions and loan repayments; for the year, dispositions and repayments total $4.1 billion, including $2.1 billion of outpatient medical dispositions and $1.2 billion of loan repayments.
As of September 30, the company reported net debt to adjusted EBITDA of 3.02x and approximately $9.5 billion of available liquidity, including available cash and restricted cash, capacity under its credit line, and expected proceeds from property sales and loan payoffs.
Welltower raised its full-year 2026 guidance: normalized FFO per diluted share is now expected at $6.47 to $6.53, up from $6.36 to $6.44, and net income attributable to common stockholders is guided to $3.31 to $3.37 per diluted share, up from $3.11 to $3.19. The company also expects about $1.9 billion of pro rata disposition proceeds over the next twelve months. Figures are from Welltower's third-quarter release distributed via PR Newswire and its Form 8-K exhibit.
来源：GSM·美国（原文链接）
图片来源：图：Ohio州Toledo市中心天际线与Maumee河，Welltower总部位于该市（MrJacon000摄，Wikimedia Commons，CC BY-SA 4.0）。Image: Downtown Toledo, Ohio, skyline and the Maumee River; Welltower is headquartered in Toledo (MrJacon000, Wikimedia Commons, CC BY-SA 4.0).
